Family Office-Estate Planning Advisor - Entry Level - On-site

Family Office-Estate Planning Advisor - Entry Level

Count on us. Our  we-care  culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Count on us. Having roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, and nonprofits, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. We have over 250 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for?

Your role.As an advisor, you’ll dive in with hands-on experience and substantial scope to drive the wealth and profitability of key clients. You’ll identify what you’re interested in while collaborating with staff at all levels of the firm and welcoming high-net-worth individuals and families into your client repertoire. Your work will include, but not be limited to:

• Understanding estate planning techniques and how they assist clients in tax reduction strategies in order to provide tax planning and consulting.
• Assisting with the construction of personal balance sheets and cash flow projections, review current documents, and meet with clients to discuss existing estate plans.
• Researching specific technical issues relating to estate, gift, or trust income taxation and preparing tax memorandums.
• Creating practice tools, materials, and presentations on estate tax related topics for various opportunities.
• Preparing gift tax returns (709), estate tax returns (706), and trust income tax returns (1041).
• Assessing suitability, directing negotiations, selecting insurance brokers/carriers, and placing insurance.

• Detail-oriented leader with client service, problem solving, and communication (written and verbal) skills.
• Bachelor’s degree with an emphasis in accounting, finance, or other business-related curriculum. Optional:
  Pursuing a JD (Juris Doctorate)
• Academic success (a minimum cumulative GPA of 3.0).
• Strong interest in wealth transfer planning strategies (i.e., estate planning, insurance, estate/gift tax).
• Prior Accounting, Finance, or related field internship experience preferred, but not required.